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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

103 hedge funds and large institutions have $224M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

333% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 12

18% more funds holding

Funds holding: 87103 (+16)

15% more capital invested

Capital invested by funds: $195M → $224M (+$28.8M)

3.98% less ownership

Funds ownership: 86.4%82.42% (-4%)

Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
52
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
26
Ellis Investment Partners
Pennsylvania
$1.83M +$62.7K +2,396 +4%
KAS
27
Kestra Advisory Services
Texas
$1.81M +$277K +10,565 +18%
Jane Street
28
Jane Street
New York
$1.7M -$3.11M -118,831 -64%
AUB
29
Atlantic Union Bankshares
Virginia
$1.64M +$24.9K +953 +2%
UBS Group
30
UBS Group
Switzerland
$1.57M +$550K +21,017 +53%
NA
31
Nestegg Advisors
New York
$1.54M -$509K -19,445 -25%
BSAM
32
Blue Square Asset Management
New York
$1.54M +$864K +33,010 +125%
FTUS
33
Flow Traders U.S.
New York
$1.43M +$1.45M +55,377 New
Raymond James Financial
34
Raymond James Financial
Florida
$1.4M +$137K +5,228 +11%
AWA
35
Argo Wealth Advisory
Virginia
$1.29M -$785 -30 -0.1%
SPA
36
Sentinel Pension Advisors
Massachusetts
$1.22M +$1.24M +47,407 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.2M +$700K +26,737 +137%
GWMR
38
GC Wealth Management RIA
Massachusetts
$1.14M +$70.4K +2,688 +6%
HSG
39
Helen Stephens Group
Texas
$1.1M
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$1.09M +$261K +9,973 +31%
SVWAG
41
Sound View Wealth Advisors Group
Georgia
$1.06M +$68K +2,596 +7%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.02M +$72.6K +2,772 +8%
BCM
43
Brookstone Capital Management
Illinois
$947K +$133K +5,100 +16%
PPWM
44
PFG Private Wealth Management
Florida
$936K +$422K +16,120 +80%
SA
45
Sanctuary Advisors
Indiana
$934K +$2.75K +105 +0.3%
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$926K +$419 +16 +0%
CIA
47
Capital Investment Advisors
Georgia
$852K -$83.9K -3,206 -9%
GWCM
48
Godshalk Welsh Capital Management
Pennsylvania
$827K +$102K +3,900 +14%
ST
49
Spinnaker Trust
Maine
$814K +$218K +8,345 +36%
VA
50
Valmark Advisers
Ohio
$763K +$57.4K +2,193 +8%